Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOUNT YALE INVESTMENT ADVISORS LLC | 10-11-2023 | 09-30-2023 | 499 | 919,610,715 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 101 | $2,350,499 | 22,831 | 0.00 | 0.00 | 325 | 1.44 | 09-30-2023 |
| UNITED RENTALS INC | COM | 102 | $2,324,657 | 5,229 | 0.00 | 0.00 | -11 | -0.21 | 09-30-2023 |
| ANALOG DEVICES INC | COM | 103 | $2,312,322 | 13,206 | 0.00 | 0.00 | -158 | -1.18 | 09-30-2023 |
| T-MOBILE US INC | COM | 104 | $2,309,284 | 16,489 | 0.00 | 0.00 | 953 | 6.13 | 09-30-2023 |
